AdFi
EN

Edward Nelson Portelles

Investment Adviser Representative at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Huger, SCCRD #2897613Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
10 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
ArizonaConnecticutFloridaNew JerseyNew YorkNorth CarolinaPennsylvaniaPuerto RicoSouth CarolinaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/22/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 10/18/1999
SIE
Securities Industry Essentials Examination
Passed 5/5/2017
Series 7
General Securities Representative Examination
Passed 8/17/1998
Series 24
General Securities Principal Examination
Passed 11/17/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Alexander Capital Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALEXANDER CAPITAL WEALTH MANAGEMENT LLCCurrent
3/15/2021Huger, SC
ALEXANDER CAPITAL, L.P.Current
3/12/2021Huger, SC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
9/17/20181/13/2021Mt. Pleasant,, SC
PLANMEMBER SECURITIES CORPORATION
6/27/20125/5/2017Farmingville, NY
SOURCE CAPITAL GROUP, INC.
3/5/200810/14/2009Staten Island, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Showing 12 of 37 in the directory

View ALEXANDER CAPITAL WEALTH MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Nelson Portelles has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Edward Nelson Portelles - Financial Advisor in Huger, SC | AdvisorFinder